Turnkey Models

Our turnkey models encompass a wide range of investment objectives designed to help investors reach their personal financial goals.

Advisors often get stuck spending too much time on portfolios when that's not their highest and best use as an advisor. What if you could leverage specialized portfolio managers and free up your time to guide clients through life’s biggest challenges and opportunities? And what if every Turnkey option was thoroughly screened to help you align your clients values with their investments?

OneAscent's Turnkey Models are values-aligned options, with a range of risk profiles and asset mixes to meet any investor’s needs. You can sleep well, knowing you have given your client’s access to sound, values-aligned investments. The OneAscent Turnkey Models are offered in three account sizes using a mix of investment vehicles to optimize for cost and tax-efficiency.

Select an Allocation to Explore Our Turnkey Models

 
 
CONSERVATIVE
 
 
 
 
AGGRESSIVE
 
 
 

Equity

The Equity models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 90% to 100% allocation to equities. Select a minimum investment size to learn more.

Builder

$5,000 Minimum

Investment Objective:
Capital Appreciation

Investment Vehicles:
Primarily mutual funds & ETFs

Model Fee:
0.23%

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Core

$250,000 Minimum

Investment Objective:
Capital Appreciation

Investment Vehicles:
Some SMAs, some mutual funds and ETFs

Model Fee:
0.31%

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Elite

$500,000 Minimum

Investment Objective:
Capital Appreciation

Investment Vehicles:
Primarily SMAs, some mutual funds and ETFs

Model Fee:
0.50%

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Growth

The Growth models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 70% to 90% allocation to equities. Select a minimum investment size to learn more.

Builder

$5,000 Minimum

Investment Objective:
Growth

Investment Vehicles:
Primarily mutual funds & ETFs

Model Fee:
0.28%

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Core

$250,000 Minimum

Investment Objective:
Growth

Investment Vehicles:
Some SMAs, some mutual funds and ETFs

Model Fee:
0.34%

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Elite

$500,000 Minimum

Investment Objective:
Growth

Investment Vehicles:
Primarily SMAs, some mutual funds and ETFs

Model Fee:
0.49%

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Moderate

The Moderate models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 50% to 70% allocation to equities. Select a minimum investment size to learn more.

Builder

$5,000 Minimum

Investment Objective:
Growth & Income

Investment Vehicles:
Primarily mutual funds & ETFs

Model Fee:
0.33%

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Core

$250,000 Minimum

Investment Objective:
Growth & Income

Investment Vehicles:
Some SMAs, some mutual funds and ETFs

Model Fee:
0.37%

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Elite

$500,000 Minimum

Investment Objective:
Growth & Income

Investment Vehicles:
Primarily SMAs, some mutual funds and ETFs

Model Fee:
0.48%

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Conservative

The Conservative models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 32% to 48% allocation to equities. Select a minimum investment size to learn more.

Builder

$5,000 Minimum

Investment Objective:
Income & Growth

Investment Vehicles:
Primarily mutual funds & ETFs

Model Fee:
0.38%

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Core

$250,000 Minimum

Investment Objective:
Income & Growth

Investment Vehicles:
Some SMAs, some mutual funds and ETFs

Model Fee:
0.41%

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Elite

$500,000 Minimum

Investment Objective:
Income & Growth

Investment Vehicles:
Primarily SMAs, some mutual funds and ETFs

Model Fee:
0.48%

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Preservation

The Preservation models are values-aligned, long-term, globally diversified strategies that seek growth and income by targeting a 15% to 25% allocation to equities. Select a minimum investment size to learn more.

Builder

$5,000 Minimum

Investment Objective:
Capital Preservation

Investment Vehicles:
Primarily mutual funds & ETFs

Model Fee:
0.43%

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Core

$250,000 Minimum

Investment Objective:
Capital Preservation

Investment Vehicles:
Some SMAs, some mutual funds and ETFs

Model Fee:
0.45%

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Elite

$500,000 Minimum

Investment Objective:
Capital Preservation

Investment Vehicles:
Primarily SMAs, some mutual funds and ETFs

Model Fee:
0.47%

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